linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bruce Robert Haldeman

Cadaret, Grant & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bruce? Claim Your Profile

About Bruce Robert Haldeman

Bruce Robert Haldeman has been a financial professional since November 14, 1981. Bruce is a registered representative of Cadaret, Grant & CO., Inc. and has been with the firm since December 2003. Bruce specializes in offering financial planning services and portfolio management for individuals and businesses. Bruce is also a registered investment advisor representative in Pennsylvania and has experience with pension consulting and providing educational seminars. Bruce has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.

Firm Information

Bruce Haldeman is currently registered with Cadaret, Grant & CO., Inc.. Cadaret, Grant & CO., Inc. is a corporation formed on April 16, 1981, with its main office located in Syracuse, NY. They are a registered investment advisor with a comprehensive suite of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm has a strong presence across the United States with 52 state registrations and 1 SEC registration. They have a significant client base with a focus on individuals, corporations, and institutional clients, managing over $6.8 billion in regulatory assets under management.
Cadaret, Grant & CO., Inc.

100 MADISON STREET

SYRACUSE, NY 13202

$6.87B

Assets Under Management

5,685

Total Clients

543

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bruce Haldeman’s Registration & Firm History

PA

04/03/2009 - Present

Cadaret, Grant & CO., Inc. (MONROEVILLE PA)

MA

11/15/1981 - 12/19/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

Not sure if Bruce Robert Haldeman is right for you?

Licenses & Designations

BC

Issued 03/01/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/16/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Robert Haldeman.
Not sure if Bruce Robert Haldeman is right for you?